Clever Education

Salesforce Administrator + Development Course

Content ☁

Upon completing this course, you should be able to:

● Explain Cloud Computing, Salesforce as CRM, SAAS, PAAS, IAAS models.

● Hands-on and working knowledge of Salesforce as a platform.

● Explain the Permissions and Sharing Model of Salesforce.

● Build your own Applications in Salesforce using the Lighting Record, Home, App Page

and others.

● Salesforce Automation tools - Workflows, Process Builder, Flows, Approval process and

others.

● Build your own Reports and Dashboards, and even custom reports.

● Understand the end-to-end flow of the applications in Salesforce by building 3 amazing

projects.

● Implement your own Custom Logic

● Write complex SOQL and SOSL Queries

● Explain what is Asynchronous Apex

● Implement your own Future, Queable and Batchable classes

● Handle exceptions in Apex

● Write your own Apex Test Classes for 100% code coverage.

● Apex Limits class to handle Governor limits

● Deploy your code using- Using Change set, Using Workbench, Using VS Code

● Integrate Salesforce with any 3rd party application using REST API

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● Expose web services from Salesforce to any 3rd party application

● Build Real-time projects

Introduction: Cloud Computing/SFDC

Goal:

To understand the cloud computing model, and concepts like SAAS, PAAS and IAAS. Get to

know what exactly is Salesforce, and why it’s the #1 CRM system in the world.

Objectives:

Upon completing this module, you should be able to:

● Explain Cloud Computing

● List the advantages/disadvantages of Cloud Computing with other computing models.

● Define SAAS, PAAS, IAAS – Service Model

● Explain what is Salesforce as CRM.

● Define what is Multi-Tenant Architecture and basics of Metadata architecture of

Salesforce

● List the benefits of working with Salesforce system as a customer and as a working

professional.

Topics:

● Cloud Computing - Introduction

● Cloud Computing - Architecture

● Cloud Computing - Security Model

Salesforce Administrator + Development Course

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● CRM - Introduction

● Salesforce as CRM

● Salesforce - SaaS/PaaS

● Campaign, Leads, Accounts, Contacts ● Why use Salesforce ?

Hands-On/Assignments ✍

● Sign up and Create your own Salesforce Org: [Link]

● Sign up on the best platform to learn Salesforce - Trailhead:

[Link]

Interview Practice 🕐

● Commonly asked questions on Salesforce as

● Differentiate between SaaS/PaaS/IaaS

● What is Salesforce

Salesforce Overview and Setup

Topics:

● Different Approaches - Declarative & Programmatic Approach

● Setup the Org

● Different Salesforce Editions

● User Licences

● Users, Profiles, Roles

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Hands-on ✍

Create users in Salesforce

Create custom Roles and Profiles for new users.

Assignments ✍

Salesforce Platform Basics:

[Link]

Salesforce User Basics:

[Link]

Objects in Salesforce

Topics:

● Standard vs Custom Object differences

● Types of Fields, Controlling/ Dependent Picklist/ Global Picklist

● Type of Relationships - Master detail, Lookup, Hierarchy etc.

● Explore Schema Builder

● Create Objects/fields from Spreadsheet directly!

● Rollup summary fields

● Formula Fields

● Page layouts

● Record type

● Validation Rules

Salesforce Administrator + Development Course

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Hands-on ✍

● Understand our first Real-time sample project.

● Create objects for different entities.

● Understand and create different fields and relationships.

● Create Objects, fields and relationships for our project.

● Create new record types for the storing different types of records for same objects.

● Build new Page Layouts for storing the records

● Using Page Layout Assignment, assign the correct Page Layout to the record types.

Assignments ✍

Salesforce Data Model: [Link]

trailmix_creator_id=ferna ndamonteiro&trailmix_slug=salesforce-fundamentals

Salesforce Objects: [Link]

objects_intro [Link]

quick-look/cre ate-a-custom-object

Create custom objects and fields: [Link]

an-app-to-track-your-trailblazer-jour ney/create-trailblazer-journey-custom-fields

Create formula fields in SF:

[Link]

mula-fields

Create Roll-up Summary field: [Link]

business-logic-to-a-travel-approva l-app/create-a-rollup-summary-field-travel

Create lookup filters:

Salesforce Administrator + Development Course

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[Link]

up-filters

Page Layouts: [Link]

lex_customization_ page_layouts Record types:

[Link]

ecord-types

Create Validation Rules:

[Link]

vali dation-rules-1 Field History Tracking:

[Link]

ld-history-tracking

Interview Practice 🕐

● Complex questions based on Objects, Different types of Relationships.

● Scenario based questions on the use of Record Types, Page Layout Assignments

● When to use Making fields Read-Only, Mandatory and other topics

Permissions and Sharing Model

Topics:

● Profile

● Roles

● Permission Set

● Permission Set Groups

● Permission Set Licences/Assignments

● Org Wide Default

Salesforce Administrator + Development Course

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Hands-on ✍

● Create custom Profile, Roles and Role Hierarchy

● Create custom permission sets and associate them in one group.

● Assign correct Salesforce License to the Permission sets.

● Configure the Org Wide default settings.

Assignments ✍

● Profiles:

● [Link]

g-app/create-custom-profiles

● Control Access to Org, Objects, Fields, Records, Permission Sets:

[Link]

● Protect your data in Salesforce:

[Link]
Sharing of Records

Topics:

● Public Group - Setup and why its important

● Sharing Settings and Rules

● Manual Sharing

Hands-on ✍

● Create Public Groups

● Create Sharing Rules for Private and Read-Only custom objects

Salesforce Administrator + Development Course

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● Manually Share the records with your peers

Assignments ✍

● Create Sharing Rules:

[Link]

create-opportunity-sharing-rules

● Superbadge🦸 - Security Specialist:

[Link]
UI Aspects

Topics:

● Apps

● Lightning Pages

● Compact Layouts

● Search Layouts

● List Views

● Dynamic Forms in Salesforce

● Analyze your Lightning page speed and its Optimization.

Hands-on ✍

● Create your own Apps, create a custom app for the project.

● Create List Views and compact layouts for your team.

● Configure search layouts.

Salesforce Administrator + Development Course

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Assignments ✍

● Create an App in Salesforce:

[Link]

● Dynamic Forms:

[Link]

?_ga=2.26372408.484126910.1659111974-78815717.1636601660
● Compact Layouts:

[Link]

force1_mobile_app_compact_layouts

Automate the Mundane

Topics:

● Workflow Rule

● Process Builder

● Future is Flows

● Approval Process

● Auto Response Rules

● Escalation Rules

● Queues

● Assignment Rules

Hands-On ✍

● Create a workflow process and add actions.

Salesforce Administrator + Development Course

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● Create a Process Builder to understand how it is better than Workflows.

● Understand their shortcomings by create workflows and process builder

● Create different types of Flows in Salesforce

● Create flows for our sample practice project based on the specified requirements.

● Understand how debugging in flows work.

● To understand how the flows are better than Workflow and process builder.

Assignments ✍

● Process Builder:

[Link]

_creator_id=sjanelle&trailmix_slug=workflow-and-process-automation

● Salesforce Flows:

[Link]

/flow?trail_id=automate_business_processes

● Flow Builder:

[Link]

ith-flow-builder

● Salesforce Flow Debugger:

[Link]

ake-sure-your-flow-works?trail_id=build-flows-with-flow-builder

Reports and Dashboards - Mobile Ready

Topics:

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● Reports

● Bucket Fields

● Report Scheduling and Subscribing

● Dashboards

● Sharing Model of Reports and Dashboard

● Salesforce1 Mobile App

Hands-On ✍

● Create Reports for the Real-time projects

● Understand how to add fields, filter criterias and share reports with your peers

● Create Dashboards

● Add your reports to the dashboards

● Visualize your data using beautiful pictograms provided by Salesforce

● Add your reports, dashboards to the Lightning Pages

● Schedule and subscribe to reports

Assignments ✍

● Reports & Dashboards For Lightning Exp:

[Link]

ashboards

● Superbadge 🦸 - Business Administration Specialist:

[Link]

ecialist

● Salesforce1 Mobile App:

[Link]

Salesforce Administrator + Development Course

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Dealing with Data:

● Data loader

● Data Import Wizard

● Difference between Data loader and Data Import Wizard

● Data Export

● Insert, Update, Delete, Purge from Workbench

● Considerations and things to take care when dealing with Data

Hands-On ✍

● Import data from CSV file via Data Loader, Data Import wizard

● Perform different operations on your data

● Insert, Update, Delete, Purge, Export, Undelete Data using the different tools

Assignments ✍

● Data Loader:

[Link]

agement/lex_implementation_data_import

● Data Import Wizard:

[Link]

-a-travel-approval-app/load-data-using-the-data-import-wizard

Deployment Activities:

Topics:

Salesforce Administrator + Development Course

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● Deploy your changes through Change Sets ● Deploy using Workbench.

Hands-On ✍

● Sign-up for 30 day free Trial Salesforce Org

● Setup Sandboxes and other environments

● Deploy your changes to this newly created orgs

● Using change sets deploy metadata in between Production and Sandbox orgs.

Assignments ✍

● Change Sets Deployment Model:

[Link]

ent

● Superbadge 🦸 - Process Automation Specialist:

[Link]

omation

● Superbadge 🦸- App Customization Specialist

[Link]

tform_app_builder

Real-time Projects 󰳕

● Project 1 - Vehicle Rental App

● Project 2 - Recruitment Management App

● Project 3- Naavi Healthcare App

Salesforce Administrator + Development Course

 Clever Education

Salesforce Development Course Content ☁

Upon completing this course, you should be able to:

● Implement your own Custom Logic

● Write complex SOQL and SOSL Queries

● Explain what is Asynchronous Apex

● Implement your own Future, Queable and Batchable classes

● Handle exceptions in Apex

● Write your own Apex Test Classes for 100% code coverage.

● Apex Limits class to handle Governor limits

● Deploy your code using- Using Change set, Using Workbench, Using VS Code

● Integrate Salesforce with any 3rd party application using REST API

● Expose web services from Salesforce to any 3rd party application

● Build Real-time projects Introduction to Apex

Topics:

● Variable

● Data types - Primitive and Non - Primitive

● Arrays, List, Set, Maps

● For Loops

● If - Else Condition

● OOP Concepts in Apex

● Access Specifiers in Apex

● Parameterised & Non - Parameterised Functions

Salesforce Administrator + Development Course

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● Different Return types of Functions

Hands-on ✍

● Write 10 simple programs in Apex

● Understand how to use Developer Console to write Apex.

Assignments ✍

Introduction to Apex:

[Link]

apex_intro_what_is _apex.htm

How does Apex Works:

[Link]

oes_apex_work.htm

Developing code in the Cloud:

[Link]

[Link]

Query Language

Topics:

● SOQL and SOSL Queries

● Dynamic SOQL Queries

● Nested Queries

● Traversing Relationship Fields

● Aggregate Queries (GROUP BY)

Salesforce Administrator + Development Course

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● Improving Performance of SOQL

● Bind Expressions

● Writing SOQL and SOSL Queries in Apex

Hands-On ✍

● Fetching Parent records from child using SOQL Queries

● Fetching Child record from Parents to Parent using SOQL Queries

● Write 7-8 programs involving SOQL, SOSL and Dynamic Queries

● Fetch Data from Recycle Bin

Assignments ✍

● Apex Core Concepts:

[Link]

ore_concepts.htm

● When to Use Apex:

[Link]

when_use_apex.htm

● Apex Basics:

[Link]

e_intro

Apex Triggers

Topics ✍

● Before Apex Triggers

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● After Apex Triggers

● Trigger order of Execution

● Exception Handling In Apex

● Using Custom Metadata in Apex

Assignments ✍

● Apex Triggers:

[Link]

● Trigger Context Variables: [Link]

[Link]/apexcode/apex_trigge rs_context_variables.htm

● Context Variable Consideration: [Link]

[Link]/apexcode/apex_trigge rs_context_variables_considerations.htm

● Bulk Trigger Jargons: [Link]

[Link]/apexcode/apex_trigge rs_bulk_idioms.htm

● Operations that don’t Invoke Triggers: [Link]

[Link]/apexcode/apex_trigge rs_ignoring_operations.htm

Hands-On ✍

● Writing Apex Triggers for Real-Time scenarios

● Make Perfect trigger - For all events - Insert, Update, Delete, Undelete

● Use methods and handler classes to segregate the logic from Trigger

● Writing 12-14 Apex Triggers - Before, After Context

Interview Practice 🕐

● Practice Interview Questions on Apex Triggers

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● Write clean, bulkified, foolproof code

[Link]

● Considerations to keep in mind before writing Apex triggers in an Interview

● Write Apex Triggers using Maps instead of List (Avoid nested for loops)

Asynchronous Apex:

Topics:

● Apex Anotations (@InvocableMethod) - Call Apex Action from Flows, Process Builder

● Async Apex : @future, Queueable, Batchable Classes

● Schedulable Apex

Hands-On ✍

● Differentiate between Future, Queuaable, Batchable by implementing them.

● Make callouts from Async Apex

● Schedule Batches using CRON expressions

● Understand the governor limits for Async Apex by implementing them.

● Understand why to use Async process always for callouts.

Interview Practice 🕐

● Differences between future, Queueable, Batchable Apex

● When to use which Async Apex

● Making callouts from the above Async Apex.

● Scenario based Questions on future, Queueable, Batchable, Schedulable Apex

Salesforce Administrator + Development Course

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Apex Test Classes:

● Test Classes/Cases

● Annotations: @isTest, @startTest, @stopTest,

● Ensure 100% code coverage

● With Sharing and Without sharing Apex Classes

Hands-On ✍

● Write Test classes for all the Apex Classes and Apex triggers created till now.

● Follow best practices while writing Test Classes

● Write test classes for both: positive and negative scenarios.

● Make use of @testData, @startTest and @stopTest

Interview Practice 🕐

● Write test classes following the best practices

● Ways to increase code coverage of the org

● What are the best practices for test classes and test cases.

Bonus⚡

Apex Limits class to handle Governor limits

Hands-On ✍

● Use limits class in your code to take care of governor limits

● Write code taking into consideration the governor limits

Salesforce Administrator + Development Course

 Clever Education

Deploy Metadata:

Topics:

● Using Workbench

● Using VS Code

● Using ANT Migration Tool

Hands-On ✍

● Creating [Link] file

● Retrieving metadata of your org

● Deploying the metadata to different org using different methods

● Quickly fetch metadata using extensions.

● Setup your development environment in Visual Studio code using SFDX.

● Deploy/retrieve directly from Visual Studio code

● Follow best practices while deploying/retrieving the metadata.

Salesforce Integration:

Topics:

● Connected Apps - What are they, how to use

● Exposing Web Services

● Integration using REST API

Hands-On ✍

● Setup Salesforce integration with Postman

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● Setup Integration between two Salesforce Orgs

● Setup Inbound Integration and Outbound Integration from Salesforce using REST API

Assignment ✍

● Apex Integration Services:

[Link]

● Superbadge⭐

[Link]

● Superbadge⭐

[Link]

Interview Practice 🕐

● Writing Apex REST Callout classes

● Different authentication methods

● Ingesting the output and deseralize it

● Store the output in Salesforce objects.

Road to Perfect Code:

● Coding Sessions

● Mock Interviews

Salesforce Administrator + Development Course

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Assignments ✍

● Improve your code:

[Link]

ons/improve-your-apex-code-sc

● 12 Apex Best Practices:

[Link]

Real-Time Projects 󰳕

● Real time project Scenarios - Project 1

● Real time project Scenarios - Project 2

Aura Component
● Aura Component Framework
● Simple Hello world component example
● Component Bundle
● Component Library
● Attributes in Aura Component
● Layouts
● Handling Browser Events
● Aura Id
● Access Attributes in JavaScript
● Bound and Unbound Expressions
● Component LifeCycle
● Helper File
● Applying Styles to Aura
● Loops in Aura
● Composition and Public Attributes
● Calling Apex Class in Aura Component
● Component Event

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● Application Events
● Aura Method
● Static Resource
● Aura if
● Dynamic Forms
● LDS

Some Hands on Challenges for the Aura Component

[Link] an Aura Component named CTHealthAdmin .Add SLDS page

Header and Change the Name title to “Contact Tracking” .Change the title
to “Personal View” .Add the “Add new action [Link] have
green,yellow ,orange ,red
Add the following vertical tabs to the left of the component
Personal view
Health view

[Link] the Lightning data table to display the total Contact records on the
Contact Record Page

[Link] the Lightning data table to display the related contact records for
the parent Account

Aura Component Trailhead Links

[Link]
lex_dev_lc_basics

[Link]
lightning-components

TrailMix of Lightning Component

[Link]
components-basics

Salesforce Administrator + Development Course

 Clever Education

Salesforce Administrator + Development Course